Care Equity Capital Management, L.P.

RIASEC Registered
Total AUM
$427M
Discretionary
$427M
100% of AUM
Avg account
$213M
Accounts
2
Employees
7
Advisory reps
2

Firm details

Headquarters
,
CRD number
312131
Registered since
August 2, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Care Equity Capital Management, L.P. is organized as a limited partnership that operates as a private equity fund manager focused on pooled investment vehicles. The firm is SEC-registered (2023) and serves institutional clients. It acts in sponsor and general partner capacities for pooled vehicles and provides portfolio management for those funds rather than functioning as a capital allocator to third-party managers. The ownership is listed as a domestic entity and individual, and the adviser is not identified as an active ESG investor or a multi-state adviser. Fee arrangements combine an asset-based percentage fee with performance-based compensation, reflecting a traditional private equity alignment of manager economics with fund performance.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Peter Batesko

    Peter Batesko

    Managing PartnerCRD 6218986

  • Nicholas Estvold

    Nicholas Estvold

    DirectorCRD 7709854

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth